Marketing intelligent routing distribution method and system based on asynchronous message queue

Abstract

The application discloses a marketing intelligent routing distribution method and system based on an asynchronous message queue, and the distribution method comprises the following steps: entering a pre-infusion stage, and laying a data foundation; a batch of enterprise lists to be processed is pushed to the message queue, and the pre-infusion stage is completely decoupled from a business opportunity initiation request; entering a real-time consumption stage, and routing a business opportunity; after an Excel list is uploaded by a recommendation organization, the list is immediately stored in a database and a confirmation is returned; a target branch handler executes mutual exclusion disposal on a business opportunity in a customer pool; progress and monitoring; after the list is uploaded, the list is immediately returned to the database, and a page is used to query a processing progress of the message queue in real time. The pre-infusion stage driven by a timing task is matched with the real-time consumption stage driven by a business opportunity trigger, and local cache reuse is used to reduce real-time external calling.

Description

Technical Field

[0001] This invention relates to the field of collaborative influence among financial institutions, and in particular to a marketing intelligent routing allocation method and system based on asynchronous message queues. Background Technology

[0002] The technical problems to be solved by this invention include: 1. Response latency issue when importing large-scale enterprise lists: When importing a large number of enterprise lists (such as tens of thousands of entries) at once, the asynchronous preprocessing mechanism completes the enterprise information and caches it in advance, which greatly improves the local hit rate when business opportunities are initiated and reduces the time consumption of real-time calls.

[0003] 2. Intelligent routing of business opportunities under multi-source data fusion: Connect multiple heterogeneous data sources such as local business databases, external data systems, CRM marketing relationships, and geocoding services in a pipeline manner, and complete enterprise information completion, existing customer verification, and automatic matching of administrative divisions step by step during message queue consumption to achieve hierarchical intelligent routing.

[0004] 3. Automatic matching of distribution based on geographical distance: Using the stored latitude and longitude coordinates of customers, the nearest service outlet is automatically matched according to the configurable distance threshold, and the dual strategy of "marketing relationship priority and geographical location as a backup" is supported.

[0005] This invention relates to asynchronous processing, intelligent routing, and automatic allocation technologies for business opportunity data in the field of collaborative marketing. In collaborative marketing scenarios within financial institutions, recommending institutions (head offices, branches, sub-branches, and subsidiaries) need to import large lists of potential customers into the system. After completing enterprise information, verifying existing customers, and matching geographical locations, the business opportunities are routed to the most suitable target institutions for follow-up.

[0006] Existing technologies are mainly distributed in the following three directions: Opportunity allocation method: CN120450738A discloses an opportunity allocation method based on a two-level allocation system of industry attribute matching and comprehensive scoring. All the above solutions focus on single-stage allocation algorithms and do not involve asynchronous preprocessing of batch data or geospatial routing.

[0007] Customer allocation and relationship graph: CN122089491A discloses a method for policy customer allocation based on relationship graph, which is aimed at the scenario of reassignment of insurance agents after leaving the company. It does not involve cross-institutional multi-level routing and distance-based allocation.

[0008] Asynchronous data processing and enterprise information completion: CN122153972A discloses a general asynchronous transaction processing method that uses message queues to distribute transactions; however, the above solution is not integrated with the semantics of business opportunity routing, nor does it involve geocoding and administrative division matching.

[0009] (3) Objectively evaluate the shortcomings of the prior art (which should correspond to the technical features of the present invention, that is, the shortcomings of the prior art that the solution of the present invention can overcome). The existing technology has the following key drawbacks: 1. Lack of asynchronous preprocessing mechanism for batch data: Existing solutions are all synchronous serial processing. When the number of companies imported at one time is large, querying external data one by one in real time leads to serious response delays.

[0010] 2. Failure to achieve end-to-end verification of multi-source data integration: Data sources such as business registration completion, customer verification, and geocoding were not connected into a pipeline, resulting in fragmented processes.

[0011] 3. Lack of geospatial hierarchical intelligent routing: The existing allocation relies solely on industry attributes or performance scores, without introducing a geographic location dimension to achieve hierarchical routing based on "existing stock priority and proximity to the location".

[0012] 4. Lack of configurable distance threshold for dual-strategy proximity allocation: No automatic matching mechanism based on latitude and longitude and multiple strategy selection priority are provided. Summary of the Invention

[0013] In view of the above problems, the present invention is proposed to provide a marketing intelligent routing allocation method and system based on asynchronous message queues to overcome or at least partially solve the above problems.

[0014] According to one aspect of the present invention, a marketing intelligent routing allocation method based on asynchronous message queues is provided, the allocation method comprising: Entering the pre-injection phase, data is laid out: the list of companies to be processed is pushed to the message queue in batches, and the pre-injection phase is completely decoupled from the business opportunity initiation request; Entering the real-time consumption stage, business opportunity routing: After the recommending agency uploads the Excel list, the list is immediately stored in the database and returned for confirmation; Customer-issued: The target branch manager performs mutually exclusive processing on business opportunities in the customer pool; Progress and Monitoring: The list is immediately stored in the database after being uploaded, and the processing progress of the message queue can be queried in real time on the page.

[0015] Optionally, the pre-injection phase, data preparation: The list of companies to be processed is pushed in batches to the message queue. The pre-injection phase is completely decoupled from the business opportunity initiation request, specifically including: Entering the pre-injection stage, data is laid out: the scheduled task scanner scans the enterprise list database according to a preset cycle and pushes the enterprise list to be processed in batches to the message queue; The message queue consumer queries the local business database and external data system one by one in the background, and writes the completed enterprise information back to the local cache database; The pre-filling phase is completely decoupled from the opportunity initiation request, and does not block front-end operations.

[0016] Optionally, the completed enterprise information specifically includes: registered address, contact number, unified social credit code, and establishment date.

[0017] Optionally, the real-time consumption stage, business opportunity routing, involves the following: after the recommending organization uploads the Excel list, the list is immediately stored in the database and a confirmation is returned. Specifically, this includes: Message queue consumers execute the following steps in sequence: Query the local business registration database; If no match is found, the external data system is invoked to retrieve the data and write it back to the local database; Verify whether the customer is an existing customer or a corporate customer; Call the map service API to obtain administrative divisions and latitude and longitude coordinates, and use the administrative division information to automatically match target collaborative branches; Three-tiered routing: Existing customers are prioritized for routing to target branches with existing marketing relationships; new customers are matched to target branches based on their administrative region; unsuccessful matches are transferred to a manual intervention queue. After initiation, a copy will be automatically sent to the head office for record-keeping.

[0018] Optionally, the customer-issued order: the target branch manager's execution of mutually exclusive processing of business opportunities in the customer pool specifically includes: Automatic allocation is achieved by using the customer's latitude and longitude coordinates stored during the opportunity routing phase, calculating the nearest branch based on a configurable distance threshold, and generating candidate allocation results after priority sorting using a dual strategy of "marketing relationship > geographical location". The person in charge can preview and confirm the execution. The document is issued manually, with the person in charge manually selecting the target branch or secondary branch.

[0019] Optionally, the progress and monitoring include: the list is immediately stored in the database after being uploaded, and the page can query the message queue processing progress in real time. Specifically, after a business opportunity is initiated, it is automatically copied to the head office for filing, forming a complete operation audit chain.

[0020] This invention also provides a marketing intelligent routing allocation system based on asynchronous message queues, applying the above-described marketing intelligent routing allocation method based on asynchronous message queues. The allocation system includes: A scheduled task scheduler is used to enter the pre-injection phase, with data preparation: the list of companies to be processed is pushed to the message queue in batches, and the pre-injection phase is completely decoupled from the business opportunity initiation request; The opportunity routing decision module is used to enter the real-time consumption stage. Opportunity routing: After the recommending agency uploads the Excel list, the list is immediately stored in the database and a confirmation is returned. The customer allocation module is used for customer allocation: the target branch manager performs mutually exclusive processing on business opportunities in the customer pool; The progress and monitoring module is used for progress and monitoring: the list is immediately stored in the database and returned after being uploaded, and the processing progress of the message queue can be queried in real time on the page.

[0021] This invention provides a marketing intelligent routing allocation method and system based on asynchronous message queues. The allocation method includes: entering a pre-filling stage, data preparation: a batch of enterprise lists to be processed are pushed to the message queue, with the pre-filling stage completely decoupled from the opportunity initiation request; entering a real-time consumption stage, opportunity routing: after the recommending agency uploads the Excel list, the list is immediately stored in the database and a confirmation is returned; customer distribution: the target branch manager performs mutually exclusive processing on the opportunities in the customer pool; progress and monitoring: the list is immediately stored in the database and returned after being uploaded, and the processing progress of the message queue can be queried in real time on the page. The pre-filling stage driven by scheduled tasks and the real-time consumption stage driven by opportunity triggers work together to reduce real-time external calls through local caching and reuse.

[0022] The above description is merely an overview of the technical solution of the present invention. In order to better understand the technical means of the present invention and to implement it in accordance with the contents of the specification, and in order to make the above and other objects, features and advantages of the present invention more apparent and understandable, specific embodiments of the present invention are described below. Attached Figure Description

[0023] To more clearly illustrate the technical solutions of the embodiments of the present invention, the drawings used in the following description of the embodiments will be briefly introduced. Obviously, the drawings described below are only some embodiments of the present invention. For those skilled in the art, other drawings can be obtained based on these drawings without creative effort.

[0024] Figure 1 A flowchart illustrating a marketing intelligent routing allocation method based on asynchronous message queues, provided for embodiments of the present invention; Figure 2 This is a block diagram of a marketing intelligent routing allocation system based on asynchronous message queues, provided for an embodiment of the present invention. Detailed Implementation

[0025] Exemplary embodiments of the present disclosure will now be described in more detail with reference to the accompanying drawings. While exemplary embodiments of the present disclosure are shown in the drawings, it should be understood that the present disclosure may be implemented in various forms and should not be limited to the embodiments set forth herein. Rather, these embodiments are provided so that this disclosure will be thorough and complete, and will fully convey the scope of the disclosure to those skilled in the art.

[0026] The terms "comprising" and "having," and any variations thereof, in the specification, embodiments, claims, and drawings of this invention are intended to cover non-exclusive inclusion, such as including a series of steps or units.

[0027] The technical solution of the present invention will be further described in detail below with reference to the accompanying drawings and embodiments.

[0028] like Figure 1 As shown, the technical solution of the present invention is described in detail below according to the four stages of data flow: Phase 1 – Data Laying (Pre-loading Phase): The scheduled task scans the enterprise list database at preset intervals (e.g., every 5 minutes), pushing the list of enterprises to be processed in batches to the message queue (maximum of 5000 entries per batch). The message queue consumer queries the local business database and external data systems line by line in the background, writing back the completed enterprise information (registered address, contact number, unified social credit code, establishment date, etc.) to the local cache database. The pre-loading phase is completely decoupled from the business opportunity initiation request and does not block front-end operations.

[0029] Phase Two – Opportunity Routing (Real-time Consumption Phase): After the recommending agency uploads the Excel list, the list is immediately stored in the database and confirmation is returned. The message queue consumer executes the following steps in sequence: ① Query the local business database (prioritizing reading from the pre-filled phase cache); ② If no match is found, retrieve the data from the external data system and write it back to the local database; ③ Verify whether the customer is an existing customer or a group customer; ④ Call the map service API to obtain the administrative division and latitude / longitude coordinates, and automatically match the target collaborating branch using the administrative division information; ⑤ Three-tiered routing: Existing customers are prioritized for routing to target branches with existing marketing relationships; new customers are matched to target branches based on their administrative division location; if matching fails, the customer is transferred to a manual intervention queue. Upon initiation, a copy is automatically sent to the head office for record-keeping.

[0030] Phase 3 – Customer Allocation: The target branch manager performs two mutually exclusive actions on the opportunities in the customer pool: (a) Automatic Allocation – Using the customer's latitude and longitude coordinates stored in the opportunity routing phase, the nearest branch is calculated according to the configurable distance threshold (3km / 5km / 10km). After priority sorting by the dual strategy of "Marketing Relationship > Geographic Location", candidate allocation results are generated, which the manager previews and then confirms. (b) Manual Allocation – The manager manually selects the target branch or secondary branch.

[0031] Phase 4 – Progress and Monitoring: Once the list is uploaded, it is immediately stored in the database and returned. The processing progress of the message queue can be checked in real time on the page. After a business opportunity is initiated, it is automatically copied to the head office for filing, forming a complete operation audit chain.

[0032] like Figure 2 As shown, the system of the present invention consists of the following modules: Scheduled task scheduler: Before a business opportunity is initiated, it scans the enterprise list database at a preset cycle and pushes the list to the message queue in batches.

[0033] Message queue hub: As the hub of asynchronous communication, it carries messages in two stages: pre-filling and real-time consumption, ensuring loose coupling and high throughput of each processing module.

[0034] The business data query module and the external data call module have a two-level query architecture. First, the local cache is checked. If no match is found, the external system is called and the cache is written back.

[0035] Customer Relationship Verification Module: Verifies the relationships between existing customers and group customers, and the verification results drive routing priority.

[0036] Geocoding and Regional Matching Module: Calls the map API to obtain administrative divisions and latitude and longitude, and automatically matches the target institution.

[0037] Business opportunity routing decision module: Implements three-level hierarchical routing - existing relationship routing → location matching routing → manual intervention.

[0038] Customer-deployed module: includes distance calculation engine, dual-strategy selection module and preview confirmation module.

[0039] Progress and Monitoring Module: Provides real-time progress query and head office filing functions.

[0040] The modules are loosely coupled and connected through a message queue hub: the scheduled task pushes the list to the message queue → the business query module consumes and queries local / external data from the message queue → the customer relationship verification module continues to consume and perform CRM verification → the geocoding module continues to consume and obtain coordinates → the routing decision module executes routing based on accumulated data → the customer distribution module reads the routing results and coordinate data and executes distribution.

[0041] Beneficial effects: End-to-end asynchronous processing: Data foundation → opportunity routing → customer delivery are integrated into a unified asynchronous pipeline through message queues. Two-stage preprocessing reduces the amount of real-time external calls by about 85% and significantly shortens the end-to-end response time.

[0042] The four-level pipeline routing decision-making system integrates multi-source data: connecting local business data, external data systems, CRM marketing relationships, and map geocoding into a consumer pipeline, gradually completing the enterprise profile, and making routing decisions more comprehensive and accurate.

[0043] Three-tiered intelligent routing based on geospatial data: For the first time, geocoding and administrative division matching are introduced into business opportunity routing, with a 100% retention rate for existing customers and a success rate of approximately 95% for matching the location of new customers.

[0044] Dual-strategy nearest-neighbor allocation with configurable distance thresholds: The nearest network point is automatically calculated using stored latitude and longitude, reducing the workload of the operator by about 70%, and the coverage radius is visualized and controllable.

[0045] End-to-end observability and closed-loop filing: The list is added to the database and the response is immediate. The progress of the message queue can be tracked in real time. Business opportunities are automatically copied to the filing system, forming a complete audit chain.

[0046] The above specific embodiments further illustrate the purpose, technical solution, and beneficial effects of the present invention. It should be understood that the above are merely specific embodiments of the present invention and are not intended to limit the scope of protection of the present invention. Any modifications, equivalent substitutions, improvements, etc., made within the spirit and principles of the present invention should be included within the scope of protection of the present invention.

Claims

1. A marketing intelligent routing allocation method based on asynchronous message queues, characterized in that, The allocation method includes: Entering the pre-injection phase, data is laid out: the list of companies to be processed is pushed to the message queue in batches, and the pre-injection phase is completely decoupled from the business opportunity initiation request; Entering the real-time consumption stage, business opportunity routing: After the recommending agency uploads the Excel list, the list is immediately stored in the database and returned for confirmation; Customer-issued: The target branch manager performs mutually exclusive processing on business opportunities in the customer pool; Progress and Monitoring: The list is immediately stored in the database after being uploaded, and the processing progress of the message queue can be queried in real time on the page.

2. The marketing intelligent routing allocation method based on asynchronous message queues according to claim 1, characterized in that, The pre-injection phase, data preparation: The list of companies to be processed is pushed in batches to the message queue. The pre-injection phase is completely decoupled from the business opportunity initiation request, specifically including: Entering the pre-injection stage, data is laid out: the scheduled task scanner scans the enterprise list database according to a preset cycle and pushes the enterprise list to be processed in batches to the message queue; The message queue consumer queries the local business database and external data system one by one in the background, and writes the completed enterprise information back to the local cache database; The pre-filling phase is completely decoupled from the opportunity initiation request, and does not block front-end operations.

3. The marketing intelligent routing allocation method based on asynchronous message queues according to claim 2, characterized in that, The completed enterprise information specifically includes: registered address, contact number, unified social credit code, and establishment date.

4. The marketing intelligent routing allocation method based on asynchronous message queues according to claim 1, characterized in that, The process of entering the real-time consumption stage, including opportunity routing, involves the following: After the recommending organization uploads the Excel list, the list is immediately stored in the database and a confirmation is returned. Message queue consumers execute the following steps in sequence: Query the local business registration database; If no match is found, the external data system is invoked to retrieve the data and write it back to the local database; Verify whether the customer is an existing customer or a corporate customer; Call the map service API to obtain administrative divisions and latitude and longitude coordinates, and use the administrative division information to automatically match target collaborative branches; Three-tiered routing: Existing customers are prioritized for routing to target branches with existing marketing relationships; new customers are matched to target branches based on their administrative region; unsuccessful matches are transferred to a manual intervention queue. After initiation, a copy will be automatically sent to the head office for record-keeping.

5. The marketing intelligent routing allocation method based on asynchronous message queues according to claim 1, characterized in that, The customer-issued information: The target branch manager's mutual exclusion processing of business opportunities in the customer pool specifically includes: Automatic allocation is achieved by using the customer's latitude and longitude coordinates stored during the opportunity routing phase, calculating the nearest branch based on a configurable distance threshold, and generating candidate allocation results after priority sorting using a dual strategy of "marketing relationship > geographical location". The person in charge can preview and confirm the execution. The document is issued manually, with the person in charge manually selecting the target branch or secondary branch.

6. The marketing intelligent routing allocation method based on asynchronous message queues according to claim 1, characterized in that, The progress and monitoring are as follows: the list is immediately stored in the database after being uploaded, and the processing progress of the message queue can be queried in real time on the page. Specifically, after a business opportunity is initiated, it is automatically copied to the head office for filing, forming a complete operation audit chain.

7. A marketing intelligent routing allocation system based on asynchronous message queues, employing the marketing intelligent routing allocation method based on asynchronous message queues as described in any one of claims 1-6, characterized in that, The allocation system includes: A scheduled task scheduler is used to enter the pre-injection phase, with data preparation: the list of companies to be processed is pushed to the message queue in batches, and the pre-injection phase is completely decoupled from the business opportunity initiation request; The opportunity routing decision module is used to enter the real-time consumption stage. Opportunity routing: After the recommending agency uploads the Excel list, the list is immediately stored in the database and a confirmation is returned. The customer allocation module is used for customer allocation: the target branch manager performs mutually exclusive processing on business opportunities in the customer pool; The progress and monitoring module is used for progress and monitoring: the list is immediately stored in the database and returned after being uploaded, and the processing progress of the message queue can be queried in real time on the page.

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